Follow-up to AI Bundling, including costs, the meaning of distribution, and centralization, and why Apple is still a product company.
Chips are the clearest example that economic efficiencies will not be the ultimate decider of technology’s end state: politics will play an important role.
Follow-up to Spotify, Netflix, and Aggregation, and why brand advertising makes sense for Netflix.
The original definition of Aggregation Theory emphasized the importance of commoditized supply; that makes Spotify more of an Aggregator than Netflix
Amazon’s new Buy With Prime announced the arrival of Amazon Logistics as a Service, and is a big red flag for Shopify.
Machine-learning generated content has major implications on the Metaverse, because it brings the marginal cost of production to zero.
If businesses are subject to Aggregation Theory, then so are ideas: this is the root of the “The Current Thing” meme, and it should drive a re-evaluation of how we think about moderating content on the Internet.
The current technological revolution is probably still in deployment, not mature; cypto, meanwhile, is waiting on a key input. Then, the Stratechery publishing schedule is undergoing a big change.
Carlota Perez documents technological revolutions, and thinks we’re in the middle of the current one; what, though, if we are nearing its maturation? Is crypto next?
Squid Games is a perfect representation of Netflix’s overall strategy, and why it is different than other services like Disney+.